AllocateLite Reporting

Advanced client reportingin one unified system.

Build custom reports, generate personalized client letters, and deliver white-labeled wealth reporting across your entire TAMP platform.

Reporting Overview

This Quarter

Reports Generated

1,284

+18% this quarter

Custom Templates

By advisor, branch, and client segment

Client Letters Sent

312

Quarterly reviews, market notes, tax updates

White-Labeled Households

928

Unified reporting across accounts and sleeves

Report Templates

Institutional-quality, client-ready.

Modular report templates tailored for households, advisors, and enterprise TAMP workflows.

Quarterly Client Review

Performance, allocation, risk, fees, tax impact, and advisor commentary in one client-ready package.

Household Consolidated Report

One view across held, held-away, alternatives, cash, liabilities, and planning progress.

Proposal Comparison Report

Current vs proposed portfolio, scenario outcomes, IPS checks, tax implications, and implementation rationale.

Client Letter Builder

Generate personalized letters for reviews, market updates, onboarding, tax planning, and life event outreach.

Report Tracking

Every report, tracked.Every letter, delivered.

Track report production, approvals, delivery, and client communication in one place.

Client	Type	Format	Status
Harper Partners Ltd	Quarterly Review	PDF	Delivered
Nathan Family Office	Custom Household Report	PDF + Portal	Draft
Avery Capital	Proposal Comparison	PDF	Approved
Feinberg Holdings	Client Letter	Email + PDF	Sent
Joseph Family Trust	Tax Planning Summary	PDF	In Review

Client Letter Library

Reusable, advisor-branded templates for every client moment.

Quarterly review letter

Market volatility update

Tax planning outreach

Retirement progress update

Onboarding welcome letter

Portfolio repositioning rationale

Ask Newt

AI reporting and letter intelligence embedded everywhere.

Generate a quarterly review for Harper Partners

Create a client letter explaining recent rebalancing

Build a household report including alternatives and held-away assets

Show clients missing custom reports this month

Draft a market update letter for all growth households

Core Modules

Configure exactly what matters.

Custom Report Builder

Create modular reports with performance, allocation, tax, risk, alternatives, planning, and billing sections.

Client Letter Studio

Draft personalized, advisor-branded letters using portfolio context, market data, and client objectives.

Unified Household Reporting

Aggregate accounts, sleeves, held-away assets, alternatives, and liabilities into one clean client view.

TAMP-Ready White Labeling

Deliver institutional-quality reporting under your brand across advisors, enterprises, and partners.

Why It Matters

One reporting system across the entire client experience.

Replace fragmented reporting tools, document builders, and manual letter writing with a unified reporting engine built for modern wealth management and TAMP scale.

Custom templates

312

Client letters sent

Reports that impress. Letters that connect.

Let AllocateLite generate institutional-quality reports and personalized client communications automatically.